Schwab Network

Seth Schachner breaks down the proposed Warner Bros. Discovery (WBD) and Fox (FOX) merger, highlighting regulatory hurdles and concerns around debt. He also discusses Fox’s reported move on Roku (ROKU), calling it a strategic play into ad-supported streaming despite potential platform neutrality risks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Dennis Dick discusses Apple (AAPL) coming under pressure after raising prices on key products, triggering its worst trading day in years as it offsets rising memory costs. He highlights a shift in leadership from megacap tech to memory names like Micron (MU) and Western Digital (WDC), alongside a growing divide between AI spenders and beneficiaries. Dennis also points to inflation risks tied to AI...

Tyler Ellegard breaks down ongoing market volatility and the broader impact of AI on the economy. He outlines his long-term outlook for Broadcom (AVGO), Nvidia (NVDA), and Qualcomm (QCOM), while also highlighting bullish views on Chevron (CVX), CRH (CRH), and Rockwell Automation (ROK). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Charles Champagne discusses a strong equity market driven by AI investment and solid fundamentals, while highlighting the need for risk management. He points to bond market volatility and Fed uncertainty as key risks, noting inflation control remains a challenge. Champagne also outlines uncapped and buffered ETFs as tools for downside protection and income alternatives, as investors navigate shift...

Shay Boloor and Ron Westfall discuss the evolving AI trade and how investors may begin separating scarcity from value across the ai ecosystem. Shay explains that multiple layers are required to power the AI economy, but emphasizes that memory is emerging as one of the most critical and constrained inputs driving long-term value. Ron adds that momentum among some early AI leaders is shifting, point...

Airline stocks including American Airlines (AAL) and Delta Air Lines (DAL) are rallying as oil prices fall and travel demand stays strong, pushing the JETS ETF to new highs. Charles Schwab's Rick Ducat outlines key technical levels for the group. He also highlights sector rotation, with healthcare names like Eli Lilly (LLY), Moderna (MRNA), and UnitedHealth (UNH) gaining momentum as the Health...

Horizon Investments CIO Scott Ladner explains why he expects the Fed to keep interest rates on hold. He also discusses how AI could unlock major productivity gains across the economy. Ladner highlights a growing market divide, with AI infrastructure providers outperforming companies applying the technology. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Megan Brantley of LikeFolio breaks down consumer sentiment surrounding Meta Platforms (META) as shares trade near 52-week lows. She explains that investor sentiment has been weighed down by AI spending concerns, but says Meta continues to strengthen user engagement by keeping consumers on platforms longer. Megan also highlights that monetization per user is up 20% from a year ago. ======== Schwab...

Eddie Yoon and Jan Rogers Kniffen discuss why weak consumer sentiment may not tell the full story. They point to falling oil prices easing inflation and strong spending from higher-income and middle-class consumers, with Macy’s (M), Tapestry (TPR), Ralph Lauren (RL), Walmart (WMT), and Amazon (AMZN) showing solid results. While lower-income consumers remain pressured, lower gas prices could unlock...

Dennis Follmer discusses why stocks appear to be responding positively to the current state of limbo between the U.S. and Iran, noting that markets have remained resilient despite geopolitical uncertainty. He then touches on what a Warsh-led Fed means for the economy and says that if inflation stays out of the way, the market could be positioned for a strong finish in the second half of the year....

StocksToTrade's Tim Bohen walks us through his Big 3 as he sees opportunities in the tech and energy sectors. He discusses Delta Airlines (DAL) benefitting from easing oil prices, names Micron (MU) as a key semiconductor play despite a strong year-long rally, and explains why Onsemi (ON) has a long-time revenue growth story. Rick Ducat walks us through the key levels he sees in the stock chart...

Suzane Porske outlines her outlook for the second half of 2026, pointing to a shift away from hype and toward more cautious positioning. She highlights opportunities in AI infrastructure, energy, and banking, driven in part by demand for steady income. Porske favors a proactive but conservative approach, using ETFs instead of single stocks or IPOs in more stable sectors. ======== Schwab Network ==...

Marley Kayden discusses Onsemi (ON) after the chipmaker announced its $7 billion acquisition of Synaptics (SYNA), sending shares lower. She also talks about TD Cowen’s downgrade of Onsemi to Hold following the deal. Dan Deming walks us through an example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitabl...

Charles Schwab's Cooper Howard believes markets are trading more off overall inflation concerns instead of energy bottlenecks surrounding the Strait of Hormuz. It comes as a Fed led by Kevin Warsh is forced to walk an interest rate tightrope with inflation front and center. Cooper talks about his expectations for the FOMC and the path ahead for rates. ======== Schwab Network ======== Empowerin...

Divya Mathur highlights continued outperformance in emerging markets, led by tech strength in South Korea and Taiwan. He points to long-term opportunity in India despite recent weakness and sees selective upside in China across batteries and healthcare. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

Eric Sterner discusses a market rotation away from tech, while noting AI continues to support strong earnings and a broader rally. He highlights volatility in semis, expanding demand across data centers and materials, and weighs the impact of delayed mega-IPOs like OpenAI. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Diane King Hall talks about Friday’s biggest stock movers, including Nike (NKE), which tapped 52-week lows after Keybanc downgraded the stock ahead of next week's earnings. She also covers Wells Fargo and Jefferies raising their price targets on Applied Materials (AMAT), along with Citi lifting price targets across several major airline stocks. ======== Schwab Network ======== Empowering every...

David Katz sees the Mag 7 sell-off as a buying opportunity in Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), and Alphabet (GOOGL). He recommends trimming Micron (MU) and other semis, while favoring PepsiCo (PEP), Constellation Brands (STZ), ADP (ADP), and TE Connectivity (TEL). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

The S&P 500 (SPX) points toward a down week, but as Kevin Hincks points out, the index's equal weight counterpart tapped all-time highs. He explains how a significant slide in crude oil prices offers reprieve for stocks. Kevin then talks about what this week's economic data means for a Kevin Warsh-led Fed. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Apple (AAPL) had its largest single-day decrease in stock price since April 2025 on Thursday after boosting prices on some of its key products. Rick Ducat points out that the company is still among the Mag 7's top performers over the last year, while highlighting key support and resistance areas to watch. He then offers an example options trade for Apple. ======== Schwab Network ======== Empow...

The world's biggest sporting event has captured the attention of fans around world. Steven Olenick looks into how it serves as an "economic engine" for participating countries. He highlights the opportunities he sees across the broad, from individual players to host cities. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

"Nothing surprises me anymore" when it comes to the markets, says Tiffany McGhee, who explains why Wall Street's strength is so impressive given current macroeconomic conditions. She suggests investment strategies to consider as U.S. markets take a breather, including looking into other international markets. For individual stocks, Tiffany turns to what she considers unsung AI plays,...

Nike (NKE) is stumbling deeper into a downtrend ahead of earnings, says Ben Watson of Charles Schwab. He points to the stock's struggle to maintain price action in a trading channel since its previous earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS...

Alex Coffey ends the trading week with insight on the Fed's lasting impacts in corners of Wall Street beyond treasuries. A hawkish tilt from Fed Chair Kevin Warsh hit gold and Bitcoin in ways that Alex says hit traders in those markets harder than expected. It all comes as the AI memory trade gains speed following Micron's (MU) earnings as supply sees a long-term crunch. Alex attributes me...

Micron (MU) soared to record highs after a blowout earnings report and stronger-than-expected guidance. Qualcomm (QCOM) secured key partnerships with Meta Platforms (META) and Microsoft (MSFT), while Apple (AAPL) logged its worst trading session in a year. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc...